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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,955 | $154,228-67.0% | $145,433-65.0% | $137,256-62.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 20.89% | 74.59%-53.7pp | 66.58%-45.7pp | 220.34%-199.4pp |
| Employer contribution / active EE | $4,962 | $4,804+3.3% | $4,554+9.0% | $4,156+19.4% |
| Participant deferral / active EE | $10,319 | $8,216+25.6% | $7,897+30.7% | $6,407+61.1% |
| Admin fee / account holder | $465 | $14,344-96.8% | $13,129-96.5% | $12,270-96.2% |